Financial Engines Advisors
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Financial Engines Advisors’s Globe Life GL Stock Holding History

Financial Engines Advisors’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-281
Closed -$23K – 159
2018
Q2 		$23K Buy
281
+1
+0.4% +$85 ﹤0.01% 75
2018
Q1 		$24K Sell
280
-1
-0.4% -$87 ﹤0.01% 76
2017
Q4 		$26K Buy
+281
New +$24.1K ﹤0.01% 82

Other funds holding GL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Financial Engines Advisors's GL Position: Q3 2018 in Review

Financial Engines Advisors sold out of Globe Life (GL) in Q3 2018, closing a stake of 281 shares — an estimated $23K sold.

Financial Engines Advisors first reported a position in GL in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 455 funds tracked by Wall St. Rank hold GL as of Q3 2018.

  • Financial Engines Advisors reported no remaining Globe Life position as of Q3 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 281 Globe Life shares in Q3 2018, an estimated $23K.
  • Financial Engines Advisors first reported a position in Globe Life in Q4 2017 and held it in 3 quarters.
  • Financial Engines Advisors's Globe Life position peaked at $26K in Q4 2017.
  • 455 funds tracked by Wall St. Rank held Globe Life as of Q3 2018.

Based on Financial Engines Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.